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People Moves

04/30/2025

DTCC names Talia Klein its Head of Wealth Management Services

She will report to Brian Steele, Managing Director, President, Clearing & Securities Services at DTCC.

04/30/2025

Novavax Appoints Charles Newton to Board of Directors

Mr. Newton currently serves as Chief Financial Officer of Lyell Immunopharma

04/30/2025

Mosaic promotes Paul Duggan to lead North American claims

Mr Duggan was one of 14 environmental specialists Mosaic hired last year

04/30/2025

Bank of America makes two appointments to payments solutions team

Carmalt joins from DBS Bank, where he spent eight years, most recently as managing director and head of cash and trade product in Hong Kong.

04/30/2025

State Street Appoints John F. Woods to Chief Financial Officer

His deep CFO experience along with proven ability in setting and executing enterprise strategy, balance sheet management, focus on building and developing high performing teams

04/28/2025

Regions Bank appoints chief people officer

Prior to joining Regions, Santone served as senior EVP of HR for AT&T.

04/28/2025

Advisor moves: BofA bags $5B Citi advisor as Raymond James announces Janney hire

Nunag most recently worked at Citi Private Bank and began her private banking career at JPMorgan Private Bank.

04/25/2025

Apollo Announces Changes to its Board of Directors

Gary Cohn to join the Board as Lead Independent Director

04/25/2025

Teneo Appoints Tripp Fried as a Managing Director

Before joining Teneo, Tripp held leadership positions in the E&I practices of both AlixPartners and Booz & Company

04/24/2025

Northern Trust Names Douglas Gee to Lead Global Sales for Asset Servicing

Gee has more than 25 years of business development experience

04/24/2025

J.P. Morgan Asset Management Hires Geng Ngarmboonanant to Multi-Asset Solutions Business

Geng joins J.P. Morgan from the U.S. Department of the Treasury

04/24/2025

SFA Partners Announces the Recent Additions of Three Wealth Management Teams, $200 Million in Assets Through Strategic Blueprint

SFA Partners is committed to empowering the independence and entrepreneurship of veteran advisors

04/24/2025

Citizens Expands Private Wealth Business with Addition of $700M Advisor Team in North Jersey

The team brings more than 75 years of combined experience in serving the complex wealth management needs of high-net-worth and ultra-high-net-worth individuals

04/24/2025

UBS Advisor David Schachter receives Managing Director – Wealth Management title

With over 32 years of experience working in financial services, David has spent the last 21 years of his career at UBS.

04/24/2025

Citi Global Wealth vet exits firm after interim CIO stint

Steven Wieting has departed Citi Global Wealth after 28 years at the firm, including a period as interim CIO following the departure of David Bailin in 2024.

04/24/2025

Nomura Capital Management Hires Ashu Pal as Head of Portfolio Management

In this role, Pal will focus on optimizing NCM's existing investment strategies across private credit markets

04/24/2025

NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint

04/24/2025

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

Three Ex-Merrill Private Wealth Management Advisors Join Stifel’s Broker-Dealer Subsidiary In Dallas

04/17/2025

Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance

The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program

04/16/2025

Citi Wealth Names Head Of Art Advisory

Citi Wealth has named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect.

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